Concierge Architecture & Specs
7 dedicated AI agents (4 event-driven + 3 operational-input). Zero-polling real-time event-bus reaction in single-digit ms. Strict payload validation. An audit log entry is created before every invocation. Honest no-op design: returns a plain-language reason when no AI provider is wired, rather than fabricating success.
Capabilities & Orchestration
Event-driven agents (4)
VIP Welcome / Lead Enrichment / Sentiment Guard / Loyalty Liaison
Operational-input agents (3)
Chief of Staff / Assistant / Travel
Audit log
every agent invocation creates an entry before it runs, which is later updated with status, result, and a plain-language failure reason if something goes wrong
Admin helpers
Agent admin actions (list, retry, dismiss, configure thresholds) and budget alerts (per-agent cost caps)
Event Reaction Time
Single-digit ms via the platform's real-time event bus
Polling Overhead
0% — purely event-driven for the 4 event-driven agents; the 3 operational-input agents are cron-designed but invoked via workflow action today
Data Validation
Strict schema validation on every event payload and every agent input
Honest No-Op
When AI providers aren't configured, the entry records a plain-language reason (no provider connected / provider timed out / response failed validation) rather than fabricating a success
Audit Trail
An audit entry is created before the AI is ever called, then updated with the completed result and an AI-generated flag on success
Cross-Module Idempotency
The same event re-delivered does NOT re-fire the agent if an audit entry already exists for that event/record combo
Shared Agent Framework
All 3 operational-input agents run through the same internal framework, so the AI call, response validation, and audit logging behave consistently across all of them
Confidence Threshold
Operational-input agents flag outputs below configured threshold (default 60) for manual review rather than auto-actioning
Graceful Degradation
If a tenant hasn't installed the Inbox module, the VIP Welcome Agent skips the email-drafting phase but still completes CRM tagging + Task generation
1. Zero-Polling Event Architecture
The fundamental flaw of external automation tools (like Zapier or Make) is their reliance on REST API polling or brittle HTTP webhooks. - Native event bus: Concierge agents are wired directly into the platform's real-time event bus. When an order is paid by the Commerce module, the payload hits the Concierge agent in single-digit milliseconds without ever traversing the public internet. - Strict payload validation: Event payloads are inherently weakly typed at runtime. Every Concierge agent validates its input against a strict schema at the entry point before executing any cross-module logic.
typescript
// Conceptual illustration: the VIP Welcome Agent orchestrating a cross-module workflowonEvent("order.paid", async (order, tenant) => { // 1. Validate the incoming payload if (!isValidOrderPayload(order)) return; if (order.total < vipThresholdFor(tenant)) return;
// 2. Resolve the tenant's isolated workspace context const workspace = await resolveTenantContext(tenant);
// 3. Orchestrate: tag the CRM, create a task, draft an email — // all in a single reaction, no HTTP round-trips between modules await workspace.crm.tagContact(order.contactId, "VIP"); await workspace.tasks.createUrgentTask({ type: "call", dueIn: "24h" }); await workspace.inbox.draftEmail({ to: order.contactId, template: "vip-welcome" });});2. The Extensible Agent Pattern
Concierge does not own business data; it is purely a logic orchestrator, built on a consistent pattern that makes it straightforward to add new agents over time. - Consistent agent shape: Every agent — built-in or added later — follows the same pattern: watch for a trigger, validate the input, call the AI, orchestrate the resulting actions, and write to the shared audit log. - Graceful Degradation: Because Concierge orchestrates across the OS, it must handle diverse tenant deployments. If a tenant hasn't installed the Inbox module, the VIP Welcome Agent gracefully skips the email-drafting phase but successfully completes the CRM tagging and Task generation. - Loyalty Liaison Specifics: Despite its name, the Loyalty Liaison Agent reacts to hotel check-ins rather than commerce orders — it welcomes returning Platinum or Diamond loyalty-tier guests the moment they check in.
3. The Operational-Input Agent Pattern
| Agent | Trigger | Pattern |
|---|---|---|
| Chief of Staff | Designed for per-tenant cron scheduling (e.g. 7 AM local time); invoked via workflow action today | Ingests unread emails + calendar events + system alerts → produces TL;DR morning briefing + critical action list |
| Assistant | Designed for a pre-meeting cadence; invoked via workflow action or on demand today | Cross-references attendees against CRM + Helpdesk → produces dossier + talking points + recent friction |
| Travel | Designed for itinerary-submitted / monitoring-cadence triggers; invoked via workflow action today | Takes an itinerary + real-time transit/weather signal → produces logistics plan + delay-risk score + suggested calendar-buffer adjustment |
4. The Concierge Audit Log
Every agent invocation creates an entry before the AI is ever called. That entry is both the deduplication key for cross-module idempotency AND the audit trail for operator review.
What's captured on every entry: - Which agent ran, and what triggered it (an order paid, a message received, a scheduled run, etc.) - The input it acted on, for full traceability - Its status: pending, completed, or failed - On success: the AI's result, an "AI Generated" flag, a human-readable impact summary, and a confidence score (0-100) - On failure: a plain-language reason — no AI provider connected, provider timed out, response failed validation, a dependent module is missing, or confidence too low - Timestamps for when it started and completed
Built-in reporting: operators can run their own reports against the audit log — grouped by agent and status over the last 24 hours, isolating an agent that's been silently failing and why, or pulling the queue of confidence-flagged items waiting for human review.
The admin UI surfaces quick-filters for AI Generated, Failed Actions, and Pending. Operators get explicit visibility into every autonomous decision the agents made — and every one they didn't make and why.
The Sentiment Guard Agent reacts the moment a new customer message arrives. Rather than waiting to batch-process messages on a schedule, it passes the message straight to the configured AI provider's sentiment analysis immediately. If the message scores below the negative threshold, the agent elevates the conversation's priority to "High", raises a sentiment alert that notification and workflow automations can react to, and fires a native OS notification to the Support Lead — all before the customer has even closed their email client.
Operational-input agents (Chief of Staff, Assistant, Travel) never auto-action below the configured confidence threshold (default 60 out of 100). Items below threshold are flagged for review instead of marked complete. The admin reviews each, can promote it to completed (which fires any downstream side effects) or dismiss it (which records the human override in the audit trail).
The same "order paid" event re-delivered (e.g., during incident recovery) will NOT re-fire the VIP Welcome agent if an audit entry already exists for that order. The duplicate check happens before the AI is ever invoked, saving the cost of the duplicate AI call AND preventing duplicate CRM tags, tasks, and emails.